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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,670 | $115,810-58.0% | $101,271-51.9% | $158,966-69.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.99% | 56.15%-51.2pp | 46.48%-41.5pp | 302.95%-298.0pp |
| Employer contribution / active EE | $1,750 | $4,175-58.1% | $3,660-52.2% | $4,762-63.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,126 | $7,248+53.5% | $5,948+87.1% | $11,250-1.1% |